These are actions designed to be undertaken between the Pilot: Set-Up and Pilot: Patient Invitations sessions, or BEFORE inviting patients.
The focus is to make sure you're only inviting patients which need it by checking;
Recall Logic (organising that data how you want it)
Adjusting coding for Patient Data (accurate data going 'in')
Relevancy of appointments needed (marking as booked those seen recently)
Click the links below in turn to resolve these three actions
1) Recall Logic
Set up your Recalls to suit your Practice. The Recall logic you decide will determine:
The patient population the recall applies to
Which appointments are needed for those patients based on:
Which staff groups undertake tests
At what frequency (and if dependent/variable on blood test results)
Click here for more info on setting that Recall List, and pragmatic ways to get clinical input if required.
Check your Patient Counts in EMIS Searches match Practice Toolkit
These may vary due to either:
EMIS Search you've used before has a different population codes to Practice Toolkit (so you're comparing apples and pears)
OR
Coding in EMIS for conditions isn't flagging the diagnosis as a medical 'Problem', or the medication isn't 'Current'
Click here for more info on resolving these, and customise searches to easily identify a 'hit list' of patients to review problem coding for.
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